Manager-Client Service NQ -- Remote --
Manager-Client Service NQ -- Remote --
Get It Recruit - Finance
Raleigh, NC
See who Get It Recruit - Finance has hired for this role
Job Overview
We are seeking a dynamic Manager to lead our Client Focused Non-Qualified team. In this pivotal role, you will champion a team of Client Service Managers, fostering growth, client retention, and operational efficiency while ensuring risk mitigation.
As a leader, you will navigate change with finesse, driving positive transformation within our department. Your responsibilities will include managing a division of our institutional client market, guaranteeing the delivery of high-quality, efficient, and timely services that exceed customer expectations. Building strong relationships with both internal and external stakeholders will be essential to uphold our service standards and ensure client satisfaction.
Key Responsibilities
Application Deadline: Applications will be accepted for 3 full days following the original posting date, with potential for extension based on received applications. Please submit your application promptly to ensure consideration.
Thank you for considering a career with us!
Note: Principal does not provide sponsorship for work authorization (e.g., F1-OPT, H-1B) for employment in the United States at this time.
Employment Type: Full-Time
We are seeking a dynamic Manager to lead our Client Focused Non-Qualified team. In this pivotal role, you will champion a team of Client Service Managers, fostering growth, client retention, and operational efficiency while ensuring risk mitigation.
As a leader, you will navigate change with finesse, driving positive transformation within our department. Your responsibilities will include managing a division of our institutional client market, guaranteeing the delivery of high-quality, efficient, and timely services that exceed customer expectations. Building strong relationships with both internal and external stakeholders will be essential to uphold our service standards and ensure client satisfaction.
Key Responsibilities
- Lead and mentor a team of Client Service Managers, providing guidance, development opportunities, and cross-training to achieve team objectives efficiently.
- Manage the growth, retention, satisfaction, and profitability of client relationships, assets, and plans, gathering feedback to drive innovation and maintain market leadership.
- Collaborate with internal and external partners to develop and implement strategies that enhance client service delivery.
- Set and achieve metrics related to efficiency, execution, staffing, and process documentation, ensuring operational excellence.
- Act as a point of escalation for critical and sensitive issues, driving timely resolution and ownership.
- Participate in strategic projects and SWAT-related activities to contribute to the continuous improvement of our services.
- Bachelor's degree or equivalent experience required, with a minimum of 5 years of related work experience.
- Strong leadership skills with a proven ability to solve problems, communicate effectively, and negotiate.
- Registration as a General Securities Representative (Series 7) or Investment Company and Variable Contracts Representative (Series 6) and Operations Professional preferred; candidates without these registrations must acquire them within nine months of hire.
- Prior experience in non-qualified plans is advantageous.
- Knowledge of the retirement industry and company projects is a plus.
- Willingness to travel overnight when required.
- Salary Range: $77,350 - $147,600 per year
- Flexible Time Off (FTO) program for salaried (exempt) employees
- Pension eligibility
- Work arrangements include in-office, hybrid, and remote options
- Principal is an Equal Opportunity Employer
Application Deadline: Applications will be accepted for 3 full days following the original posting date, with potential for extension based on received applications. Please submit your application promptly to ensure consideration.
Thank you for considering a career with us!
Note: Principal does not provide sponsorship for work authorization (e.g., F1-OPT, H-1B) for employment in the United States at this time.
Employment Type: Full-Time
-
Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Business Development and Sales -
Industries
Human Resources Services
Referrals increase your chances of interviewing at Get It Recruit - Finance by 2x
See who you knowGet notified about new Client Services Manager jobs in Raleigh, NC.
Sign in to create job alertSimilar jobs
People also viewed
-
Account Support Manager
Account Support Manager
-
Remote Client Service Manager
Remote Client Service Manager
-
Client Account Manager, Call Center and Customer Care
Client Account Manager, Call Center and Customer Care
-
Client Service and Executive Support Manager (Remote)
Client Service and Executive Support Manager (Remote)
-
Senior Manager, Client Relationship Management (FleetNet) - Remote
Senior Manager, Client Relationship Management (FleetNet) - Remote
-
Remote Travel Client Services Manager
Remote Travel Client Services Manager
-
Client Relationship Manager
Client Relationship Manager
-
Manager, Client Services
Manager, Client Services
-
Customer Service Manager
Customer Service Manager
-
Senior Client Manager - Municipal Consulting Services
Senior Client Manager - Municipal Consulting Services
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub